Dimensional Global Ultra Short Fixed Income Fund SEK Accumulation
Fund
ISIN IE00BKX45Z87 / Valor null
NAV (2025-02-05)
SEK 10.37%
Dimensional Global Ultra Short Fixed Income Fund SEK Accumulation
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General Objective
The fund aims to maximize returns from investment in short-term debt by actively managing investments without reference to a benchmark. It primarily invests in investment grade debt with a maturity of two years or less.
Fund Exposure
The fund is exposed to short-term debt instruments such as bonds, commercial paper, bank and corporate debt issued by governments, public bodies, and companies from developed countries. It focuses on maintaining an average maturity of one year or less and may also invest in unrated instruments of similar quality. The fund may use derivatives to manage exposure to various currencies and to protect returns against exchange rate fluctuations.
Risks
Risks associated with this fund include credit risk, interest rate risk, currency risk, and the potential impact of downgrades on investments. Additionally, the use of derivatives to manage risk and currency exposure may introduce additional complexities and risks to the fund.